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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
501
Provenance Wealth Advisors
Florida
$2.04K
TCM
502
Triumph Capital Management
Colorado
$2K
KFG
503
Kingdom Financial Group
Arizona
$1.98K
MWPCG
504
Measured Wealth Private Client Group
New Hampshire
$1.98K
BWM
505
Benson Wealth Management
Tennessee
$1.88K
IAS
506
IMA Advisory Services
Colorado
$1.85K
WAS
507
Winch Advisory Services
Wisconsin
$1.84K
RWS
508
Retirement Wealth Solutions
Wisconsin
$1.84K -$2.53K -167 -55%
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.8K
WA
510
Whipplewood Advisors
Colorado
$1.76K -$9.7K -640 -83%
EWM
511
Evolution Wealth Management
Florida
$1.67K
MG
512
Mather Group
Illinois
$1.59K
CFS
513
CGC Financial Services
Oregon
$1.56K
OC
514
Oakworth Capital
Alabama
$1.56K
CFM
515
Cornerstone Financial Management
Massachusetts
$1.53K
CFSG
516
Community Financial Services Group
Vermont
$1.48K
APFP
517
Action Point Financial Planning
Michigan
$1.48K +$1.71K +113 New
FA
518
Fedenia Advisers
Wisconsin
$1.46K +$1.67K +110 New
IWP
519
IAG Wealth Partners
Wisconsin
$1.44K
KFA
520
Kelleher Financial Advisors
New York
$1.42K +$1.62K +107 New
SMBT
521
Southern Michigan Bank & Trust
Michigan
$1.35K
PF
522
PlanVest Financial
Maryland
$1.32K
MFS
523
Montgomery Financial Services
Maryland
$1.32K +$1.51K +100 New
QC
524
Quent Capital
New York
$1.24K -$45 -3 -3%
AIC
525
Archer Investment Corporation
Indiana
$1.24K